Beaumont Financial Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 307,872 shares of MOAT stock, worth $26.4 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
307,872
Previous 238,886 28.88%
Holding current value
$26.4 Million
Previous $20.3 Million 36.51%
% of portfolio
2.62%
Previous 2.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$82.58 - $89.9 $5.7 Million - $6.2 Million
68,986 Added 28.88%
307,872 $27.7 Million
Q4 2023

Jan 31, 2024
BUY
$70.71 - $85.3 $4.25 Million - $5.13 Million
60,133 Added 33.64%
238,886 $20.3 Million
Q3 2023

Nov 01, 2023
SELL
$74.88 - $83.28 $340,179 - $378,341
-4,543 Reduced 2.48%
178,753 $13.6 Million
Q2 2023

Aug 02, 2023
BUY
$72.17 - $80.16 $13.2 Million - $14.7 Million
183,296 New
183,296 $14.6 Million

Others Institutions Holding MOAT

# of Institutions
651
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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